Status and transitions

➕ Adding Transitions

You can add transitions in two ways:

• Drag & drop from one status node to another

• Click “Add Transition” and select statuses

Note:

• Transitions open a sidebar only after being created.

• Transitions cannot be edited, only deleted and re-added.

• Delete transitions using the keyboard Delete key or the sidebar icon.

⚡ Special Transition Type: ANY

Add a transition that applies to or from any status:

• From [status] → ANY: move from one status to any other

• From ANY → [status]: move from any status to one defined status

This is visually represented by special nodes on the graph.

Transition Rules

In the sidebar, you can define two types of rules per transition:

Status Transition Rule (only one allowed)

Defines which roles can move an item from one status to another. Default is Any role.

Advanced Rules (multiple allowed)

Set field behaviors per role when the transition occurs. You can:

• Add/remove rules anytime

• See rule count directly on the transition arrow

• Edit or delete existing rules

Attributes of advanced rules:

• Field – The field being impacted

• Has Attribute – What’s applied (e.g., Required, Read-only, Default Value)

• Mode (if applicable) – Define default value or empty state

• For / Role – Specify which roles are affected

• Value – Whether rules apply or not

Went there is at least one rules applied to Transition, then there is an indicator on the arrow, that shows that there are some rules.